Senior Vice President, Portfolio Management

2 weeks ago


Chicago, Illinois, United States Robert W. Baird & Co. Incorporated Full time

Company Overview:

Robert W. Baird & Co. is a distinguished, employee-owned financial services firm, recognized for its commitment to excellence and employee satisfaction. With a global presence spanning over 200 locations and a workforce exceeding 5,100 employees, Baird has consistently ranked among Fortune Magazine's 100 Best Companies to Work For.

About Baird Capital:

Baird Capital operates as the direct private investment division of Baird, focusing on both venture capital and private equity. Our private equity team specializes in investing in lower middle market enterprises across the US, UK, and Asia, particularly in sectors with significant global growth potential, such as B2B Technology and Services, including Industrial Technology and Sustainability.

Position Summary:

As a Senior Vice President of Portfolio Management, your primary responsibilities will include:

  • Facilitating value enhancement within our portfolio companies and identifying new investment prospects.
  • Assisting in global underwriting and overseeing portfolio management, monitoring, and governance processes.
  • Building independent relationships to thoroughly assess opportunities and risks within the portfolio.
  • Exhibiting strong communication skills and possessing exceptional quantitative analytical abilities.

Why This Role is Exceptional:

This position offers the chance to engage with an international team, fostering collaboration with colleagues across Europe and Asia. You will thrive in a dynamic environment that promotes professional growth and development.

Company Culture:

Baird Capital prides itself on a unique culture that values diverse perspectives and backgrounds, emphasizing teamwork and partnership.

Qualifications:

The ideal candidate will possess:

  • An undergraduate degree in accounting, finance, or a related field from a reputable institution.
  • A minimum of 7 years of relevant work experience.
  • Preferred certification as an accountant with at least 3 years of experience in transaction support services, ideally within a private equity context.
  • Experience in a private equity portfolio support group, consultancy, or operational role with private equity responsibilities.
  • Strong client service experience and the ability to communicate effectively.
  • Solid analytical skills and a comprehensive understanding of financial statements and enterprise value in an M&A context.
  • A strong work ethic combined with intellectual curiosity and creativity.
  • Excellent interpersonal skills to engage positively with internal teams, portfolio company executives, and third-party service partners.

This role is based in Chicago and requires regular travel as necessary.



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